Advisor, , Corporate Channel (Securities licensed) – (Victoria, Vancouver o
4 days ago
Referral Level: Level 1
Location(s): Victoria, Vancouver, or BC interior
Position Summary:
This position requires the successful candidate to be Securities licensed. Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, uncapped variable income, bonus, benefits, and pension. The Advisor, IG Wealth Management, Corporate Channel role is primarily remote, with opportunities to work from an IG Wealth Management regional office as needed, delivering on IG's holistic approach to financial planning that includes investment strategies, retirement planning, mortgages, banking, and insurance.
Responsibilities:
- Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management, and estate planning.
- Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed.
- Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
- Maximizing efficiency and enhancing service levels through the use of IGWM's digital tools.
- Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities provided by our Marketing team.
- Using reporting, tools, and analysis to support the identification of future business opportunities.
Qualifications:
- Fully Securities licensed.
- 3+ years of client-facing financial planning experience.
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
- University Degree in a relevant field.
- LLQP and Provincial Licensing exam passed for Insurance or willingness to complete within the first 60 days of employment.
- ETF approved for trading completed.
- Proficiency in the use of digital tools, including CRM and Financial Planning software.
- Certified Financial Planner (CFP) or Financial Planner ("F.Pl
#J-18808-Ljbffr
-
Corporate Channel Advisor
4 days ago
Victoria, British Columbia, Canada IG Wealth Management Full timeAbout Us:IG Wealth Management is a leading provider of financial planning and investment solutions. Our team is committed to delivering exceptional service to our clients and helping them achieve their long-term financial goals.The Role:We are seeking a skilled Corporate Channel Advisor - Securities Licensed to join our team. As a key member of our team, you...
-
Security Officer
2 weeks ago
Victoria, British Columbia, Canada University of Victoria Full timeShare this job as a link in your status update to LinkedIn.Organizational Unit:University of Victoria -> VP Finance and Operations -> Campus Security ServicesLocation:University of Victoria - Victoria, BC V8W 2Y2 CA (Primary)Posting Close Date:22 January 2025Please note that positions will close at 4 p.m. on the closing date.FTE:1.0Salary Grade:$4,820.00 -...
-
Security Officer
2 weeks ago
Victoria, British Columbia, Canada University of Victoria Full timeShare this job as a link in your status update to LinkedIn.Organizational Unit:University of Victoria -> VP Finance and Operations -> Campus Security ServicesLocation:University of Victoria - Victoria, BC V8W 2Y2 CA (Primary)Posting Close Date:22 January 2025Please note that positions will close at 4 p.m. on the closing date.FTE:1.0Salary Grade:$4,820.00 -...
-
Security Professional Wanted
23 hours ago
Victoria, British Columbia, Canada University of Victoria Full timeJob SummaryCampus Security Services provides security, personal safety, emergency planning, parking, and motor pool services to the campus community at the University of Victoria. As a Security Officer, you will contribute to maintaining a safe, secure, and welcoming environment by providing exceptional customer service, responding to security concerns,...
-
Chief Legal Advisor
4 days ago
Victoria, British Columbia, Canada The City of Victoria Full timeCompany OverviewThe City of Victoria seeks a highly skilled and experienced legal professional to serve as its chief legal advisor. As the lead of the Legal Team, this role requires expert knowledge of municipal law, governance, and contract management.
-
15h Left: Security Officer
3 weeks ago
Victoria, British Columbia, Canada University of Victoria Full timeAbout this OpportunityThe University of Victoria invites candidates to apply for the role of Security Officer in the Campus Security Services department. Together with the full Campus Security Services team, Security Officers are essential for ensuring a safe, secure, and inclusive campus environment.Hours of work vary based on operational demand, campus...
-
Security Guards – Ferries
1 day ago
Victoria, British Columbia, Canada Securiguard Full time*** DO NOT APPLY FOR THIS POSITION UNLESS YOU CURRENTLY RESIDE IN THE GREATER VICTORIA REGION ***Can you think of another workplace where you get the chance to see mountain ranges, a killer whale, and the open ocean, all in one shift?Our Security Guards are offered employment in a dynamic role in one of the most unique work environments that BC has to offer....
-
IT Security Analyst
5 days ago
Victoria, British Columbia, Canada The City of Victoria Full timeAbout the PositionWe are seeking a talented IT Security Analyst to join our team at the City of Victoria. As an IMPACT Associate, you will assist with projects within a specific department, contribute to the overall goals of the work unit, and participate in educational experiences. Your primary responsibility will be to utilize cloud-based security tools to...
-
Campus Security Specialist
1 day ago
Victoria, British Columbia, Canada University of Victoria Full timeAbout This RoleCampus Security Services is a vital department within the Vice President Finance and Operations portfolio, providing security, personal safety, emergency planning, parking, and motor pool services to the campus community at the University of Victoria. Our team contributes to creating a safe, secure, and welcoming environment for...
-
Victoria Neurology Position
7 days ago
Victoria, British Columbia, Canada Island Health Full timeVictorian Lifestyle:Victoria is a picturesque city located on Vancouver Island, known for its stunning natural beauty and vibrant cultural scene. With its mild climate and scenic landscapes, it's an ideal location for outdoor enthusiasts and those seeking a relaxed pace of life.Economic Vitality:British Columbia's economy is thriving, with a strong focus on...
-
Rapid Response Security Guard
2 days ago
Victoria, British Columbia, Canada Guardteck Security Full timeJob Skills / Requirements As a Rapid Response Security Guard, you will be responsible for ensuring the safety and security of various sites across the Greater Victoria Area . You must be able to adapt to different environments and provide top-notch security services quickly. A valid BC Security Workers License and the ability to respond to shifts within a...
-
Neurologist Opportunity in Victoria
22 hours ago
Victoria, British Columbia, Canada Island Health Full timeCompany OverviewIsland Health's Division of Neurology has an opportunity for a Neurologist to join a group of 11 based in Victoria, British Columbia. The successful candidate will be expected to participate in a hospital-based inpatient general neurology practice and establish an independent office practice.Job DescriptionParticipate in a hospital-based...
-
Primary Care Physicians in Downtown Victoria
16 hours ago
Victoria, British Columbia, Canada Island Health Full timeAt Island Health, we are seeking talented Family Practitioners to join our team at the Downtown Victoria Urgent and Primary Care Centre. As a primary care provider, you will be part of an integrated team delivering comprehensive patient care.The DVUPCC is a new clinic with a turn-key operation, offering a group clinical service contract that provides...
-
Overnight Security Guard
1 day ago
Victoria, British Columbia, Canada Guardteck Full timeOvernight Security Guard You must live or plan to relocate to Vancouver Island in order to be considered for this position. Guardteck Security is a BC owned and operated security firm providing professional security services throughout Western Canada. Founded over 15 years ago on the belief that "Everything and Everyone Matters", Guardteck has become an...
-
Development Officer
1 week ago
Victoria, British Columbia, Canada Victoria Hospitals Foundation Full timeDevelopment Officer – Maternity Leave Do you want to be part of a dynamic team that is making significant impact on the advancement of healthcare on Vancouver Island? If so, this contract position at the Victoria Hospitals Foundation may be your next opportunity The Victoria Hospitals Foundation (VHF) works in partnership with Island Health to enable...
-
Development Officer
2 weeks ago
Victoria, British Columbia, Canada Victoria Hospitals Foundation Full timeDevelopment Officer – Maternity Leave Do you want to be part of a dynamic team that is making significant impact on the advancement of healthcare on Vancouver Island? If so, this contract position at the Victoria Hospitals Foundation may be your next opportunity The Victoria Hospitals Foundation (VHF) works in partnership with Island Health to enable...
-
Nurse Practitioner
3 days ago
Victoria, British Columbia, Canada Vancouver Island Health Authority Full timeCompany OverviewVancouver Island Health Authority (Island Health) is a leader in healthcare delivery, providing high-quality patient care and exceptional service to the communities we serve.SalaryThe successful candidate will be offered a competitive salary range of $41.42 - $59.52 per hour, based on experience and qualifications.Job DescriptionWe are...
-
Victoria, British Columbia, Canada VCA Canada Full timeJOB DESCRIPTION Surgeon Location: Victoria, BC Central Victoria Veterinary Hospital in Victoria, British Columbia, Canada is welcoming a full time, Board Certified Small Animal Surgeon to join our dedicated pet health care team. Come work and play in one of the most beautiful cities in the world Victoria enjoys the mildest climate of any city in...
-
Manager, Cybersecurity
2 days ago
Victoria, British Columbia, Canada City of Victoria BC Full timeJob Description Competition #24/150 Internal/External Posting Closing date: July 16, 2024 Manager, Cybersecurity (Continuous) Information Technology Department Victoria is a vibrant, diverse, and sustainably focused leading-edge capital city where human well-being and the environment are priorities and where the community feels...
-
Security Guard
1 day ago
Victoria, British Columbia, Canada Strathcona Hotel Full timeThe Strathcona Hotel is in the heart of downtown Victoria's vibrant community. With a hotel, nine bars, a live music venue, and a liquor store, there is somewhere for everyone to enjoy at The Strath.Do you have security experience and a valid BC Security Workers License? Are you looking to work with a dedicated and diverse team? The Strathcona Hotel is...